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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,681 | $121,656-65.7% | $104,614-60.2% | $158,950-73.8% |
| Participation rate | 87.5% | 77.5%+10.0pp | 74.1%+13.4pp | 82.0%+5.5pp |
| Annual return | 19.80% | 465.51%-445.7pp | 340.56%-320.8pp | 302.91%-283.1pp |
| Employer contribution / active EE | $1,708 | $3,164-46.0% | $2,681-36.3% | $4,762-64.1% |
| Participant deferral / active EE | $3,255 | $4,177-22.1% | $3,739-13.0% | $5,983-45.6% |
| Admin fee / account holder | $170 | $7,775-97.8% | $6,464-97.4% | $11,248-98.5% |